“We think it is overdone and has created opportunity for long and short term investors.”
Day: April 12, 2018
In Latest Death Blow To TPP, Trump Charges Larry Kudlow With Renegotiating TPP
Personal problems are muting his ability to focus in international fires and he is looking to mollify his notional GOP allies by sending slick-ass Kuddles to salvage a trade pact that he doesn’t care for.
We’ll See What Happens.
Waiting game.
The Gilded Age, Man.
“I had never seen implied vol move that fast at that point in my young career.”
‘Maybe There Isn’t A Big Tail Risk’ In Tech (?)
Are the regulatory demons real?
One Bank Brings You The ‘Word From Main Street’, And The Word Is…
Apparently, Wall Street needs to conduct surveys to get a read on what the “word” from Main Street is, because after all, if you’re working in lower Manhattan and pulling in a cool 300k, you’re probably not spending a lot of time hanging out with the poors in social settings.
Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls
Here’s some shit you probably won’t read. But I wasted time on it anyway, because why not?
Larry Fink Thinks Investors Should Be ‘100% In Stocks’ – And If You Want To Buy Some Via BlackRock, That’s Even Better
You’re spending too much time thinking about “market timing”.
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